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Original filing (PDF)20251008151208NAL0006050849001
GOFUNDME, INC.
Form 5500
FILING_RECEIVED
GOFUNDME 401(K) PLAN
401(k) retirement plan
Active participants
684
Accounts w/ balance
925
Plan assets (EOY)
$61.1M
Net assets (EOY)
$61.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOFUNDME, INC..
Plan sponsor
Name
GOFUNDME, INC.
EIN
26-3208938
Address
500 ARGUELLO STREET · SUITE 200 · REDWOOD CITY, CA · 94063
Phone
(650) 743-3993
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Investments
30 direct securities· $60.8M(100% of reported assets)
Uncategorized
$60.8M
29 holdings
Common Stocks
$17K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual Funds | — | — | — | $13.7M | 22.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | — | — | — | $9.6M | 15.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | — | — | — | $7.5M | 12.4% | |
| Vanguard 500 Index Fund Admiral Mutual Funds | — | — | — | $5.3M | 8.7% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | — | — | — | $4.8M | 7.9% | |
| Vanguard Total Stock Market Index Fund Admiral Mutual Funds | — | — | — | $4.4M | 7.2% | |
| Vanguard Growth Index Fund Admiral Mutual Funds | — | — | — | $3.8M | 6.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | — | — | — | $3.5M | 5.7% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Funds | — | — | — | $1.0M | 1.7% | |
| Vanguard Short-Term Bond Index Fund Admiral Mutual Funds | — | — | — | $867K | 1.4% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | — | — | — | $847K | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Funds | — | — | — | $749K | 1.2% | |
| Vanguard Total International Stock Index Fund Admiral Mutual Funds | — | — | — | $736K | 1.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | — | — | — | $639K | 1.0% | |
| Vanguard Balanced Index Fund Admiral Mutual Funds | — | — | — | $458K | 0.8% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual Funds | — | — | — | $438K | 0.7% | |
| Vanguard Federal Money Market Fund Money Market | — | — | — | $406K | 0.7% | |
| Vanguard Value Index Fund Admiral Mutual Funds | — | — | — | $399K | 0.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Funds | — | — | — | $337K | 0.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual Funds | — | — | — | $323K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Mutual Funds | — | — | — | $248K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Funds | — | — | — | $211K | 0.3% | |
| Fidelity investment funds Mutual Funds | — | — | — | $184K | 0.3% | |
| Unitized investment funds Unitized Investment Funds | — | — | — | $164K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | — | — | — | $78K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | — | — | — | $75K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | — | — | — | $35K | <0.1% | |
| Common Stock | Common Stocks | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | — | — | — | $3K | <0.1% | |
| Fidelity cash reserves Cash | — | — | — | $2K | <0.1% |
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